Time's running out on 2025, and there are critical financial moves you need to make before December 31st. In this episode of the BiggerPockets Money podcast, Mindy and Scott walk you through the essential year-end tasks that could save you thousands of dollars and keep your FIRE goals on track. T...
Time's running out on 2025, and there are critical financial moves you need to make before December 31st. In this episode of the BiggerPockets Money podcast, Mindy and Scott walk you through the essential year-end tasks that could save you thousands of dollars and keep your FIRE goals on track. These aren't just suggestions—they're time-sensitive opportunities that literally disappear when the calendar flips to January 1st.
Whether you're aggressively pursuing financial independence or simply want to optimize your money, ignoring these year-end deadlines could cost you big. The good news? Most of these tasks take less than an hour to complete, and the payoff can be substantial.
In this episode, you'll discover:
How to maximize your tax-advantaged retirement accounts before contribution deadlines
Why you need to spend every dollar in your FSA or lose it forever
Tax-loss harvesting strategies to offset gains and reduce your tax bill
Strategic charitable giving tactics that benefit both you and your favorite causes
When and how to rebalance your investment portfolio for optimal performance
Critical Roth conversion considerations before year-end
HSA contribution limits and why maxing out matters for FIRE
Required minimum distribution rules you can't ignore
How to bunch deductions to maximize tax benefits
The BiggerPockets Money End of Year Checklist
And SO much more!
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